Sales - Marketing Platform

Worked with the Product team @ a sales & marketing software company here in San Diego thinking through a dashboard design for Sales teams to be able to log in and see updates (and communicate back and forth) on relevant content coming down the pipe from Marketing teams, as well as view high-level analytics on content that Sales has sent to their prospects and customers.

Through user research, empathy maps, wireframing and, ultimately visual design, the challenge was to design a one-stop information center for Sales to view and interact with curated, customized content.

The solution leveraged content commenting/annotation between Sales & Marketing, AI and machine learning to create a seamless link between Sales and Marketing teams.